BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.1B
AUM Growth
-$488M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$25.6M
3
+$20.6M
4
IEX icon
IDEX
IEX
+$16.9M
5
UMBF icon
UMB Financial
UMBF
+$15.3M

Top Sells

1
+$33.1M
2
+$29.3M
3
+$23.6M
4
ENSG icon
The Ensign Group
ENSG
+$23.2M
5
CHD icon
Church & Dwight Co
CHD
+$21.8M

Sector Composition

1 Technology 19.09%
2 Healthcare 16.43%
3 Financials 16.32%
4 Industrials 15.03%
5 Consumer Discretionary 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$85.7M 0.85%
1,017,004
+181,504
27
$84.5M 0.84%
1,258,103
+98,106
28
$82.6M 0.82%
807,302
+2,463
29
$82.1M 0.81%
352,702
+23,766
30
$80.3M 0.8%
1,992,299
-5,280
31
$78.9M 0.78%
329,006
-6,057
32
$78.2M 0.78%
928,425
+9,926
33
$76.2M 0.75%
740,950
+14,202
34
$76M 0.75%
723,307
+10,030
35
$74.7M 0.74%
898,687
+29,028
36
$74.6M 0.74%
1,130,992
+192,736
37
$72.3M 0.72%
2,928,233
+57,130
38
$72.1M 0.71%
658,431
+58,275
39
$71M 0.7%
390,472
+4,710
40
$70.8M 0.7%
212,069
+5,405
41
$69M 0.68%
4,590,953
+70,234
42
$68.8M 0.68%
798,522
-5,970
43
$68.5M 0.68%
1,609,055
+28,454
44
$68.4M 0.68%
2,332,595
+174,916
45
$68.1M 0.67%
1,840,723
+30,741
46
$67.6M 0.67%
1,003,888
+5,123
47
$64.9M 0.64%
2,283,174
+246,678
48
$64.1M 0.63%
734,073
-5,405
49
$63.5M 0.63%
1,587,337
+101,558
50
$62.3M 0.62%
331,965
+6,943
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